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Administrator Guide
Last Updated: 2023-06-23
Set Up Adjustments to Unit Salary, Hourly, Allowance, and Commission Plans

Set Up Adjustments to Unit Salary, Hourly, Allowance, and Commission Plans

  • Configure these business processes to meet your needs:
    • Set Up Unit Salary Plan Adjustment
    • Set Up Hourly Plan Adjustment
    • Set Up Allowance Plan Adjustment
    • Set Up Unit Allowance Plan Adjustment
    • Set Up Commission Plan Adjustment
  • Define reasons for
    Request Compensation Change
     event using the
    Maintain Event Categories and Reasons
     task.
You can make adjustments to a unit-based salary, hourly, allowance, and commission plans. Workday then adjusts the compensation amount for all employees in the plan.
  1. Access the appropriate task:
    • Set Up Unit Salary Plan Adjustment
    • Set Up Hourly Plan Adjustment
    • Set Up Allowance Plan Adjustment
    • Set Up Unit Allowance Plan Adjustment
    • Set Up Commission Plan Adjustment
  2. Select the compensation plan.
    If the plan you want to adjust already has an adjustment in progress, you can't select the plan.
  3. (Optional) For allowance plans, select
    Retain Basis Total for MBT Employees
     on the
    Set Up Allowance Plan Adjustment
     task.
    If selected, Workday reallocates the compensation basis but retains the basis total. This option affects MBT employees assigned to an allowance plan on a compensation basis with
    Retain Basis Total
     selected.
  4. Select the
    Allowed Actions
     for
    Employees using Default
     and
    Employees using Override
     for employees assigned to the plan.
    Option Description
    Adjust to New Defaults
    Applicable to
    Employees using Default
     and
    Employees using Override
    .
    Workday sets the assigned value to the new default.
    Adjust by Same Amounts
    Applicable to
    Employees using Override
    .
    Workday calculates the difference between the old default and the new default, and adjusts the assigned value by that difference.
    Example: Set the new default to 600 from 500. If the override amount is 700, Workday adjusts the assigned value to 800 because the default increased by 100.
  5. Enter the new values.
If you included a review step in the business process, the reviewer approves the request, denies it, or sends it back to the proposer for further revision.
Once approved, the process:
  • Updates the plan definition with the new defaults so that future plan assignments have the new values.
  • Assigns the plan to the employees and uses eligibility rules to determine if an employee qualifies for a plan profile.
  • Creates compensation events with the new values for each impacted employee.
  • Access the
    Compensation Plan End Date Audit
     report to detect employees with a future dated compensation event that conflicts with the event generated by this process.
    To correct a future dated compensation event, rescind the event and then reprocess it after the adjustment process.